Ferguson Wellman Capital Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Ferguson Wellman Capital Management’s Portfolio OPPJ Stock Details OPPJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-13,900	Closed	-$202K	–	324
2014 Q1	$202K	Sell	13,900 -6,080	-30%	-$87.9K	0.01%	303
2013 Q4	$303K	Buy	+19,980	New	+$287K	0.01%	265

Other funds holding OPPJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bellecapital Zurich, Switzerland $554M AUM 29.39% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Glenrock New York $3.93M AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ferguson Wellman Capital Management's OPPJ Position: Q2 2014 in Review

Ferguson Wellman Capital Management sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q2 2014, closing a stake of 13,900 shares — an estimated $202K sold.

Ferguson Wellman Capital Management first reported a position in OPPJ in Q4 2013 and held it in 2 quarters. The position peaked at $303K in Q4 2013. 17 funds tracked by Wall St. Rank hold OPPJ as of Q2 2014.

Ferguson Wellman Capital Management reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q2 2014 after selling out during the quarter.
Ferguson Wellman Capital Management sold 13,900 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2014, an estimated $202K.
Ferguson Wellman Capital Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2013 and held it in 2 quarters.
Ferguson Wellman Capital Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $303K in Q4 2013.
17 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2014.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2014, filed 25 Jul 2014.